Oaktree Specialty Lending Corp
OCSL- Exchange
- Nasdaq
- SEC CIK
- 0001414932
In the last 90 days, Oaktree Specialty Lending Corp insiders filed 1 open-market purchase and 0 sales; 166 institutions reported holding it in 13F filings for Q2 2026, worth $511.5M in total; Oaktree Capital is the only superinvestor holding it.
13F holders, Q4 2025
Institutional positions in Oaktree Specialty Lending Corp as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 203
- +23 vs. Q3 2025
- Shares held
- 35.7M
- +1.91M (+5.7%) vs. Q3 2025
- Total value
- $454.5M
- +$13.9M (+3.1%) vs. Q3 2025
- New holders
- 48
- 57 more added
- Sold out
- 25
- 69 more reduced
5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting OCSL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 166 | $511.5M |
| Q1 2026 | 187 | $407.9M |
| Q4 2025 | 203 | $454.5M |
| Q3 2025 | 185 | $441.6M |
| Q2 2025 | 193 | $452.0M |
| Q1 2025 | 189 | $483.5M |
| Q4 2024 | 197 | $471.7M |
| Q3 2024 | 196 | $446.1M |
| Q2 2024 | 199 | $554.2M |
| Q1 2024 | 198 | $588.9M |
| Q4 2023 | 207 | $613.6M |
| Q3 2023 | 188 | $571.6M |
| Q2 2023 | 183 | $542.8M |
| Q1 2023 | 186 | $514.7M |
| Q4 2022 | 198 | $500.1M |
| Q3 2022 | 200 | $472.3M |
| Q2 2022 | 215 | $541.0M |
| Q1 2022 | 200 | $621.4M |
| Q4 2021 | 190 | $644.4M |
| Q3 2021 | 175 | $604.2M |
| Q2 2021 | 171 | $569.4M |
| Q1 2021 | 171 | $538.4M |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Oaktree Specialty Lending Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $7 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1 | $12 | 0.00% | −519−99.8% | Reduced |
| TD Waterhouse Canada Inc. | 1 | $13 | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 2 | $25 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2 | $25 | 0.00% | +2 | New |
| Natixis | 22 | $280 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 30 | $382 | 0.00% | +30 | New |
| Bayban | 33 | $420 | 0.00% | +33 | New |
| Mountain Hill Investment Partners Corp. | 34 | $431 | 0.00% | +1+3.0% | Added |
| Steward Partners Investment Advisory, LLC | 90 | $1.15K | 0.00% | +90 | New |
| ESL Trust Services, LLC | 100 | $1.27K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 129 | $1.64K | 0.00% | −1−0.8% | Reduced |
| Global Retirement Partners, LLC | 219 | $2.79K | 0.00% | +6+2.8% | Added |
| Motiv8 Investments LLC | 250 | $3.00K | 0.00% | +250 | New |
| Ameriflex Group, Inc. | 373 | $4.75K | 0.00% | −349−48.3% | Reduced |
| Nomura Asset Management Co Ltd | 414 | $5.27K | 0.00% | −2,980−87.8% | Reduced |
| Atlantic Union Bankshares Corp | 456 | $5.81K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 500 | $6.37K | 0.00% | +500 | New |
| Assetmark, Inc | 548 | $6.98K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 660 | $8.41K | 0.00% | +30+4.8% | Added |
| Community Bank, N.A. | 730 | $9.30K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 772 | $9.84K | 0.00% | +772 | New |
| Founders Capital Management | 1,000 | $12.7K | 0.01% | 00.0% | Unchanged |
| Garton & Associates Financial Advisors LLC | 1,250 | $15.9K | 0.01% | +1,250 | New |
| Empirical Asset Management, LLC | 15,968 | $16.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,363 | $17.0K | 0.00% | +877+180.5% | Added |
| International Assets Investment Management, LLC | 1,443 | $18.4K | 0.00% | +1,443 | New |
| National Bank of Canada | 1,448 | $18.4K | 0.00% | −251−14.8% | Reduced |
| Optiver Holding B.V. | 1,462 | $18.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,524 | $19.4K | 0.00% | +1,524 | New |
| Spire Wealth Management | 1,550 | $19.7K | 0.00% | −4,460−74.2% | Reduced |
| Bokf, NA | 1,900 | $24.2K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 1,936 | $24.7K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,050 | $26.1K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 2,500 | $31.9K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 2,577 | $32.8K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2,625 | $33.4K | 0.00% | −773−22.7% | Reduced |
| MRP Capital Investments, LLC | 2,639 | $33.6K | 0.03% | −8,048−75.3% | Reduced |
| Garner Asset Management Corp | 3,020 | $38.5K | 0.01% | +3,020 | New |
| Anchor Investment Management, LLC | 3,200 | $40.8K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,326 | $42.4K | 0.00% | +3,326 | New |
| Allworth Financial LP | 3,448 | $43.9K | 0.00% | +32+0.9% | Added |
| Federation des caisses Desjardins du Quebec | 3,542 | $45.1K | 0.00% | −576−14.0% | Reduced |
| Comerica Bank | 3,574 | $45.5K | 0.00% | +261+7.9% | Added |
| State of Alaska, Department of Revenue | 3,926 | $50.0K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 4,607 | $58.7K | 0.01% | +1,330+40.6% | Added |
| Group One Trading, L.P. | 4,756 | $60.6K | 0.00% | −28,869−85.9% | Reduced |
| Register Financial Advisors LLC | 5,000 | $63.7K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 6,017 | $76.7K | 0.00% | +76+1.3% | Added |
| Canton Hathaway, LLC | 6,370 | $81.2K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 6,788 | $86.5K | 0.00% | +6,788 | New |
| Close Asset Management Ltd | 7,400 | $94.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 10,257 | $130.7K | 0.00% | +5,800+130.1% | Added |
| Fisher Asset Management, LLC | 10,325 | $131.5K | 0.00% | +10,325 | New |
| CI Private Wealth, LLC | 10,450 | $133.1K | 0.00% | −21,801−67.6% | Reduced |
| Cohen Capital Management, Inc. | 10,462 | $133.3K | 0.02% | +318+3.1% | Added |
| American Capital Advisory, LLC | 10,581 | $134.8K | 0.06% | +10,581 | New |
| Wealthedge Investment Advisors, LLC | 11,459 | $146.0K | 0.05% | −59,582−83.9% | Reduced |
| Closed-End Fund Advisors, Inc. | 11,604 | $147.8K | 0.09% | +11,604 | New |
| Bogart Wealth, LLC | 11,706 | $149.1K | 0.01% | +11,706 | New |
| HORAN Wealth, LLC | 11,757 | $149.8K | 0.02% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 11,932 | $152.0K | 0.01% | −485−3.9% | Reduced |
| Blue Line Capital, LLC | 12,360 | $157.5K | 0.19% | +12,360 | New |
| Cornerstone Wealth Management, LLC | 12,754 | $162.5K | 0.01% | −2,063−13.9% | Reduced |
| MML Investors Services, LLC | 12,775 | $162.8K | 0.00% | −250−1.9% | Reduced |
| We Are One Seven, LLC | 12,912 | $164.5K | 0.00% | +12,912 | New |
| Envestnet Asset Management Inc | 12,952 | $165.0K | 0.00% | +1,290+11.1% | Added |
| Goldman Sachs Group Inc | 13,597 | $173.2K | 0.00% | −24,354−64.2% | Reduced |
| Neuberger Berman Group LLC | 13,703 | $174.6K | 0.00% | −1,582−10.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 14,124 | $179.9K | 0.01% | +14,124 | New |
| Balyasny Asset Management LLC | 14,888 | $189.7K | 0.00% | +14,888 | New |
| Shore Point Advisors, LLC | 15,000 | $191.1K | 0.08% | +15,000 | New |
| VPR Management LLC | 15,494 | $197.4K | 0.09% | +7,254+88.0% | Added |
| Valeo Financial Advisors, LLC | 15,548 | $198.1K | 0.00% | +15,548 | New |
| Oxford Asset Management LLP | 15,885 | $202.4K | 0.07% | +15,885 | New |
| Captrust Financial Advisors | 15,907 | $202.7K | 0.00% | +15,907 | New |
| Winton Group Ltd | 16,300 | $207.7K | 0.01% | +16,300 | New |
| Nilsine Partners, LLC | 16,455 | $209.6K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 16,501 | $210.2K | 0.00% | −1,162−6.6% | Reduced |
| Chicago Partners Investment Group LLC | 16,689 | $214.6K | 0.01% | −472−2.8% | Reduced |
| ProShare Advisors LLC | 16,925 | $215.6K | 0.00% | −998−5.6% | Reduced |
| Essex Financial Services, Inc. | 17,000 | $216.6K | 0.01% | +17,000 | New |
| Parallel Advisors, LLC | 17,250 | $219.8K | 0.00% | −48−0.3% | Reduced |
| Flagship Harbor Advisors, LLC | 17,439 | $222.2K | 0.01% | −5,801−25.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 17,579 | $224.0K | 0.00% | −4,971−22.0% | Reduced |
| Tortuga Wealth Management, Inc | 18,446 | $235.0K | 0.25% | +18,446 | New |
| Jackson Hole Capital Partners, LLC | 18,651 | $237.6K | 0.04% | 00.0% | Unchanged |
| Sunbeam Capital Management, LLC | 19,085 | $243.1K | 0.14% | +3,685+23.9% | Added |
| BFSG, LLC | 19,540 | $248.9K | 0.02% | +1,814+10.2% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 20,046 | $255.4K | 0.02% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 20,195 | $257.3K | 0.02% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 20,885 | $266.1K | 0.04% | −4,213−16.8% | Reduced |
| ExodusPoint Capital Management, LP | 23,594 | $300.6K | 0.00% | +23,594 | New |
| Rockefeller Capital Management L.P. | 24,693 | $314.6K | 0.00% | −1,170−4.5% | Reduced |
| PFG Investments, LLC | 24,697 | $314.6K | 0.01% | −7,688−23.7% | Reduced |
| Bluefin Capital Management, LLC | 25,600 | $326.1K | 0.09% | +25,600 | New |
| Jump Financial, LLC | 25,874 | $329.6K | 0.00% | +25,874 | New |
| JPMorgan Chase & Co | 27,377 | $348.8K | 0.00% | +16+0.1% | Added |
| GWM Advisors LLC | 27,748 | $353.5K | 0.00% | +12,961+87.7% | Added |
| Running Point Capital Advisors, LLC | 28,789 | $366.8K | 0.10% | +877+3.1% | Added |